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Introduction to the Loan Process Checklist

NOTE: Your Transactions / Properties tab may be named "Loans" or "Opportunities" if you are a Jungo Lender App client or Jungo enterprise client.

Below is a summary of the CRM Loan Process Checklist:

​The following checkboxes send corresponding updates to the Borrower, Buying Agent, and Listing Agent.
  • Disclosure Out
  • Disclosures Received
  • Submit to Investor
  • Loan Pre-Approval
  • Appraisal Back
  • Appraisal Ordered
  • Docs Ordered
  • Loan Approved
    - Sends the Loan Approval Update to Listing Agent email to the Listing Agent.
    - ​Sends the Loan Approval Update to Client email to the Borrower.
    - Sends the Loan Approval Update to Buying Agent email to the Buying Agent.
  • Funded
    - Sends the Loan Closed /Funded (to client) email to the Borrower.
    - Sends the Loan Funded Update to Partners email to the Appraiser, Escrow Agent, Title Agent, Buying Agent, and Listing Agent.
  • Email Update
    The Email Update checkbox will send out the text that you write into the Update Message box to All Parties related to the Transaction.
​Watch the video below for the introduction to the loan process checklist:

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